Endless Possibilities With Zoho Connect

Possibility- it’s a powerful word isn’t it? In fact it gives me goose bumps. It just oozes potential and radiates opportunities in abundance. Put the word ‘Endless’ in front of the plural version and I go into full on meltdown! However, ‘Endless Possibilities’ rarely crosses the mind unless collaboration occurs. Think about it- just mull over the wealth of possibility that online collaboration has enabled. People combine signatures to raise awareness, promote positive change…

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May 2016

By Paula AtherillBusiness Improvements, CRM, Data Analysis, Data Interpretation, Process Improvement, vision, Work from AnywhereLeave a comment

Data Dance: 15 Ways To Stay One Step Ahead

Data is regularly underestimated. There is a bounty of value in data but small businesses generally aren’t taking advantage of this priceless information. Profiting from the benefits data can bring is something large corporations are accustomed to doing. Indeed, data is one of their primary focus points. Without their customer data they wouldn’t be able to do any direct marketing (online or offline), produce accurate analytics, forecasting, research or deliver quality customer service. Dealing with…

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May 2016

By Paula AtherillData Analysis, Data Interpretation, Integrated Systems, Management Information, Process ImprovementLeave a comment

Back to Basics

What is a CRM and Why Do I Need One? ‘Shhhhh!’ is sometimes what we yearn to say to all the visual and mental ‘noise’ clutter can create, in a bid to numb and shield ourselves from the ensuing confusion that inevitably arises from such disorder. What if there was a system that you could easily put in place and integrate into your business practices to permanently turn down the volume on your company’s…

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May 2016

By Paula AtherillCRM, Data Analysis, Process ImprovementLeave a comment

A New Way of Working

In this busy 24/7 world, constantly connected via mobile devices that we perpetually have on our person, confronted with information overload, we bet you’ve had a daydream or two (or ten or twenty…) about working differently. Think about it, when was the last time you mused about the possibility of working in a different way- to give yourself more freedom, choice and the Holy Grail, more time…? …We guarantee it was fairly recently. That’s is why we…

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Apr 2016

By Paula AtherillCRM, Integrated Systems, Management Information, Process Improvement, Remote Working, Virtual Team, Work from Anywhere, ZohoLeave a comment

From Filofax to Freedom Pt9 – Tasking Up!

Ok, I have never been one for to do lists, I’m a very in the moment kind of person. This means quite often the best way to get me to do something is to get me to do it there and then before I have left the room. Clearly this isn’t how clients would like to work with me and is not great business sense for someone who wants business freedom! So initially tasks wasn’t…

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Apr 2016

By Paula AtherillLive Case StudyLeave a comment

From Filofax to Freedom Pt8 – Letting Go Of Organising

The thing about gaining time freedom is that you need to know what to let go of. When I had my training for my Zoho CRM I didn’t immediately apply everything that I had been shown, it’s not that it isn’t possible to immediately apply everything, it’s just my brain chose not to! As I go through my daily work I just crack on as I used to in most areas, every now and again though…

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Feb 2016

By Paula AtherillLive Case StudyLeave a comment

Managing Clients’ Expectations at the Touch of a Button

And…click! That simple tap was the sound of Dom Wint, owner of web design company Clean Page Webdesign Ltd, hitting ‘send’ and communicating with all his clients- at the touch of a button. As easy as that, he has informed and reassured his clients, whilst managing their expectations. Let’s rewind. A few weeks ago Dom took steps to warn his clients that their websites were not working. With many of Dom’s client base being causes,…

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Feb 2016

By Paula AtherillBusiness Improvements, CRM, Integrated Systems, Live Case Study, Management Information, Process ImprovementLeave a comment

If only you had Zoho Card Scanner App…

A few weeks ago I shared the wonders and convenience of the Zoho Card Scanner App in a blog post, outlining how small business owners simply have to snap a picture of a contact’s business card and the clever app accurately populates the correct fields in the virtual business card contact on your phone within the app. The neat and nifty application’s wow factor then comes into play when you are welcomed by an option…

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Feb 2016

By Paula AtherillBusiness Improvements, CRM, Integrated Systems, Local Business, Remote Working, Working on the Move, ZohoLeave a comment

From Filofax to Freedom Pt7 – Respecting My Income

I’ve been steadily using Zoho CRM now for a couple of months, one thing that Paula and I touched on in my training session was other tools I may want to include in the future. From what I had learnt in my early conversations with Paula, Zoho Books could be a useful tool. I am my accounts department, short of the full company accounts I do everything else myself. I keep my own books,…

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Feb 2016

By Paula AtherillLive Case StudyLeave a comment

From Filofax to Freedom Pt6 – Gaining Momentum

So we’re going to get in a time machine now and go back to my training session with Paula, before Christmas card writing! The training session was focused on me observing while Paula showed me around the system, this was exciting for me because for a while I had only been using the email (head back to Pt3 – The Nitty Gritty to find out why!) so seeing the actual CRM was pretty cool. All…

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Jan 2016

By Paula AtherillLive Case StudyLeave a comment